Services

We help companies in all phases of starting and operating a new business on the market.

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Post-Transaction Execution

Post-Transaction Execution

Tax Review of Transaction Documents

Tax Review of Transaction Documents

Cost Segregation

Cost Segregation

Audits, reviews, compilations

Audits, reviews, compilations

Banking Relationship Management

Banking Relationship Management

Estate Tax Planning

Estate Tax Planning

State Tax Nexus

State Tax Nexus

R+D Tax Credits

Research and Development

R+D Tax Credits

Business Valuations for Acquisition

Business Valuations for Acquisition

Loan and Capital Acquisition

Loan and Capital Acquisition

Internal Processes and Procedures

Built-In Mechanisms for Success

Internal Processes and Procedures

Cash Management

Cash Flow is King

Cash Management

Mergers, Acquisitions & Sales

It's all about growth

Mergers, Acquisitions & Sales

Audits & Assurance

Operate with Quality Financials

Audits & Assurance

Tax Structuring

Tax Structuring

Bookkeeping Services

Bookkeeping for Quality

Bookkeeping Services

Forensic Accounting

Forensic Accounting

Opportunity Zones

Favorable tax treatment of real estate investments

Opportunity Zones

Quality Financial

Quality Financial

State Tax Apportionment

State Tax Apportionment

Strategic Planning & Growth

Strategic Planning & Growth

Pre-Transaction Preparation of Business

Pre-Transaction Preparation of Business

Strategic Planning

Strategic Planning

Income Tax Planning

Income Tax Planning

Income Tax Accounting Methods

Income Tax Accounting Methods

Profitable Investing

Invest with Confidence

Profitable Investing

Time Management

Invest time growing your business

Time Management

International Accounting & Reporting

International Accounting & Reporting

Entity Selection

Entity Structure that Suits Your Business

Entity Selection

Post-Transaction Dispute Resolution

Post-Transaction Dispute Resolution

Revenue Recognition

Revenue Recognition

Section 199(a) Consultations

Qualified Business Income

Section 199(a) Consultations

Asset and Investment Management

Getting the Best Returns From Your Investments

Asset and Investment Management

Pre-Transaction: Preparing to Sell a Business

Pre-Transaction: Preparing to Sell a Business

Post Transaction Integration

Post Transaction Integration

Loans & Financing

Quality Financials and Relationships

Loans & Financing

Real Estate Tax Planning

Leveraging real estate

Real Estate Tax Planning

Representation Before Tax Authorities

We have your back

Representation Before Tax Authorities

Charitable Giving and Nonprofits

Charitable Giving and Nonprofits

Succession Planning

Succession Planning

Tax Structuring of Disposition

Tax Structuring of Disposal or Investment

Tax Structuring of Disposition

Financial Benchmarking

Quality Financials

Financial Benchmarking

Estate Planning

Safeguard what you've spent a lifetime building

Estate Planning

Outsourced Accounting/Finance

Excellence in Accounting

Outsourced Accounting/Finance

Technical Accounting

Specialized Accounting

Technical Accounting

Financial Reports

Quality Financials and Stability

Financial Reports

Banking & money achieving leverage

Achieving Leverage

Banking & money achieving leverage

Organization and discipline

The secret to Success

Organization and discipline

Trust is the Foundation

Accuracy

Trust is the Foundation

Tax minimization

Keep Your Money Yours

Tax minimization

intelligent & controlled growth

Test

intelligent & controlled growth

Success doesn't happen by accident. It takes a team that understands your goals and visions, and works in collaboration to help bring them to life.

Peter Holtz

Founder & CEO

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We provide strategies that will help you achieve your financial goals. Hire us!

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